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ETF comparison

DGRW vs VYM

Both Dividend.

WisdomTree U.S. Quality Dividend Growth Fund · Vanguard High Dividend Yield Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
33.2 %

108 positions appear in both funds. Buying equal dollars of DGRW and VYM would leave roughly 33.2% of each dollar exposed to the same underlying securities.

DGRW unmatched 66.8% Shared 33.2% VYM unmatched 66.6%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DGRW only
89 positions
Shared
108 positions
In VYM only
496 positions

Side by side

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree · Dividend

79 composite / 100
Expense ratio
0.28%
Net assets
$16.85B
TTM yield
1.21%
Top-10 conc.
36.1%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$95.75B
whole fund, 2 share classes
TTM yield
2.28%
Top-10 conc.
26.1%

Sub-score comparison

72
Cost
96
78
Tax efficiency
76
100
Liquidity
100
63
Concentration
77
—
Tracking quality
—
DGRW sub-score VYM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VYM is 24 bps cheaper than DGRW. On a $100,000 position that's about $240/yr more in fees for DGRW.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DGRW vs VYM.

Top shared holdings

108 shared in total
# Holding In DGRW In VYM Overlap
1 JOHNSON & JOHNSON 2.34% 2.51% 2.34%
2 BROADCOM INC 2.34% 7.35% 2.34%
3 ABBVIE INC 2.07% 1.80% 1.80%
4 UNITEDHEALTH GROUP INC 2.92% 1.52% 1.52%
5 CATERPILLAR INC 1.80% 1.50% 1.50%
6 CISCO SYSTEMS INC 1.44% 1.86% 1.44%
7 COCA-COLA COMPANY (THE) 2.88% 1.38% 1.38%
8 CHEVRON CORP 1.37% 1.48% 1.37%
9 PROCTER & GAMBLE COMPANY (THE) 1.40% 1.37% 1.37%
10 HOME DEPOT INC (THE) 2.81% 1.34% 1.34%
11 MERCK & COMPANY INC 1.18% 1.31% 1.18%
12 BANK OF AMERICA CORP 0.99% 1.66% 0.99%

Only in DGRW

89 total
  • NVIDIA CORP 7.94%
  • MICROSOFT CORP 5.74%
  • APPLE INC 3.86%
  • META PLATFORMS INC 2.97%
  • ALPHABET INC 2.31%
  • ALPHABET INC 2.31%
  • APPLIED MATERIALS INC 1.71%
  • EXXONMOBIL HOLDINGS CORP 1.59%
  • ELI LILLY & COMPANY 1.53%
  • VISA INC 1.41%

Only in VYM

496 total
  • JPMorgan Chase & Co 3.82%
  • ExxonMobil Holdings Corp 2.63%
  • Philip Morris International Inc 1.21%
  • RTX Corp 1.18%
  • Goldman Sachs Group Inc/The 1.13%
  • Wells Fargo & Co 1.07%
  • Morgan Stanley 0.96%
  • Linde PLC 0.90%
  • Citigroup Inc 0.89%
  • Amgen Inc 0.78%

Percentages are holdings overlap with the named fund.

Open DGRW or VYM at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.